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Home > Institutional Investor > Comprehensive Financial Consultants Institutional, Inc. > Profile

Instuitional Investor - Comprehensive Financial Consultants Institutional, Inc.

Fund Profile
Filing Period:
Fund Name: Comprehensive Financial Consultants Institutional, Inc.
Portfolio Value $336,585,539
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 13,745 $7,933,339 2.36%
2.
Jpmorgan Chase & Co
 JPM 25,779 $7,583,151 2.25%
3.
Apple Inc.
 AAPL 28,341 $7,192,589 2.14%
4.
Johnson & Johnson
 JNJ 25,804 $6,307,530 1.87%
5.
Walmart Inc.
 WMT 50,220 $6,241,342 1.85%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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